关注公众号，点击公众号主页右上角" ··· "，设置星标 "⭐" ，关注 鑫椤锂电 资讯~ 本文来源： 卫蓝新能源官微 日前，陕西林业产业集团有限公司（以下简称"陕林集团"）与北京卫蓝新能源科技股份有限公司（以下简称"卫蓝 新能源"）在北京签署《投资合作协议》， 共同出资设立山东云石卫蓝新材料有限公司。 此次合作旨在通过多层次、全方位的战略协同，共同推动新能源固态电池技术的研发、生产与市场应用，标志着双 方在新能源产业领域的合作迈入实质性落地阶段。 根据合作协议，陕林集团与卫蓝新能源将基于各自在产业资源、资本投资及固态电池核心技术领域的优势，建立全 面战略合作伙伴关系。 在市场方面， 陕林集团下属子公司国海（天津）贸易有限公司与卫蓝新能源签署4GWh固态电芯及储能装备采购协 议，合同总额约40亿元人民币。 会议详情： 会议主办： 鑫椤资讯 会议时间： 2025年11月12-13日（12号报到） 会议地点： 中国·上海 会议咨询： 13248122922(微信同） END ...

其"催化之道"贯穿三大维度：在市场层面，将技术突破催化为市场份额，打破外资巨头垄断；在产学研 层面，打通科技成果转化"最后一公里"；在战略层面，以材料科学为基，催化环境催化剂、储能装备、 复合材料三条增长曲线，布局未来产业。 今年是中自科技与催化剂打交道的第二十年。二十年间，中自科技做得最多的一件事，就是将实验室的 创新样品催化为市场的成熟产品，摸索出一条独特的"催化之道"。 这条道路，既是技术攻坚之路，更是创新方法论的成功实践。 "我们必须走创新路，吃技术饭，做难而正确的事。"在接受上海证券报记者采访时，中自科技董事长陈 启章坚定地说。 攻坚催化剂技术打开市场 中自科技的"催化之道"，首先体现在将技术突破催化为市场份额，在外资巨头林立的催化剂市场撕开更 大的口子。 2005年，中自科技开始与四川大学进行合作，自此开启催化剂研发的第一步。彼时巴斯夫、庄信万丰等 欧美巨头在机动车尾气催化剂市场呈垄断之势，陈启章看到了其中的机会。 一方面，公司突破外资催化剂巨头的技术垄断，掌握了高性能稀土储氧材料技术、耐高温高比表面材料 技术、贵金属高分散高稳定技术、先进涂覆技术等环境催化材料从配方到工艺的全套核心技术。 另一方 ...

展望未来，《指导意见》为我国电力装备绘就科学的发展蓝图。《指导意见》面向新型电力系统建设， 系统规划了装备发展的创新任务，明确电力装备整机技术水平提升、关键零部件和材料研发、数智化和 绿色高端化发展等创新方向。既着眼解决当前提升产业链自主可控水平，又前瞻部署未来技术制高点， 为电力装备实现跨越式发展提供了系统解决方案。具体而言，核心在"四个着力"。 习近平总书记指出，能源的饭碗必须端在自己手里。党的二十届三中全会对能源高质量发展提出新的要 求。随着能源绿色转型深入推进，电力保供的关键逐渐由煤炭、石油等资源的掌控能力转变为电力装备 的研制和供给能力，电力行业资源属性不断弱化、装备属性日益凸显。近日，国家能源局等部门联合印 发《指导意见》，就是在明判这一趋势的背景下，贯彻"四个革命、一个合作"能源安全新战略、落实党 的二十届三中全会决策部署的最新举措。《指导意见》聚焦补短板、拉长板、锻新板，明确了未来方 向、目标和路径，为行业高质量发展提供了指南。 回顾过去，我国电力装备走过了一条从"跟跑"到"并跑"并在多领域实现"领跑"的赶超之路。电力装备行 业坚持自主创新和引进、消化、吸收再创新并举的发展路径，持续深化关键核 ...

Overall Requirements - The article emphasizes the importance of energy equipment in building a new energy system and highlights the need for high-quality development of energy equipment to achieve carbon peak and carbon neutrality goals [2][3] - It outlines a strategic approach focusing on energy security and energy transition, driven by technological innovation and high-quality development of energy equipment [3] Energy Exploration and Development Equipment - The focus is on advancing coal mining and oil and gas exploration equipment to enhance efficiency and safety in energy extraction [4][5] - Key technologies include high-hardness cutting materials, intelligent mining equipment, and advanced oil and gas drilling technologies [5] Energy Conversion Equipment - The article discusses the need for upgrading fossil fuel power generation equipment and enhancing renewable energy equipment efficiency [6][7] - It highlights breakthroughs in coal power technology, gas turbine systems, and renewable energy generation technologies [6][7] Energy Storage Equipment - Emphasis is placed on developing a safe and efficient energy storage technology system, including long-life batteries and physical storage technologies [9][10] - The article outlines the need for advancements in hydrogen production and storage technologies to support renewable energy utilization [10] Energy Transmission Equipment - The focus is on improving the technology for transmitting electricity, coal, oil, and natural gas, with an emphasis on safety and low carbon emissions [11][12] - Key developments include high-capacity transformers and advanced pipeline technologies for fossil fuel transportation [12] Digital and Intelligent Upgrades - The article stresses the importance of digitalization and intelligence in energy equipment, advocating for a closed-loop system for sensing, planning, decision-making, and execution [13][14] - It highlights the need for smart control systems and intelligent operational technologies to enhance equipment performance [13][14] Green and High-End Development - The article calls for breakthroughs in green materials and recycling technologies to promote sustainable development in energy equipment [14][15] - It emphasizes the importance of establishing a comprehensive lifecycle management system for energy equipment [15] Innovation Ecosystem Optimization - The article advocates for strengthening the role of enterprises in innovation and enhancing collaboration between industry, academia, and research [16][17] - It highlights the need for improved quality management and the establishment of high-level standards in energy equipment manufacturing [17][18] International Cooperation and Policy Support - The article encourages international collaboration in energy technology research and the expansion of global supply chains [19][20] - It calls for increased policy support for key energy equipment projects and innovation initiatives [19][20]

Core Viewpoint - The solid-state battery sector is experiencing a surge in the A-share market, with XianDao Intelligent (300450.SZ) seeing its stock price increase by 80% within a month, reaching a market capitalization of 858.1 billion yuan [1] Company Overview - XianDao Intelligent is recognized as a leading equipment provider for solid-state battery solutions, poised to benefit from the impending industrialization of solid-state batteries [3] - The founder, Wang Yanqing, has transformed the company from a small workshop into a significant player in the global new energy equipment market, covering lithium batteries, photovoltaics, and hydrogen energy [5] Market Position and Performance - XianDao Intelligent's market share in lithium battery equipment reached 22.4% in 2024, with a gross profit margin of 36%, significantly higher than the industry average [7][10] - The company has maintained a strong relationship with CATL, which has been a major customer since 2014, contributing to a stable revenue stream [6][7] Financial Highlights - Despite industry challenges, XianDao Intelligent increased its R&D expenditure from 1.4 billion yuan in 2022 to 1.676 billion yuan in 2024, representing 14.14% of its revenue [8] - In 2023, the company's photovoltaic equipment revenue reached 3.2 billion yuan, a 45% year-on-year increase, while energy storage equipment orders exceeded 200 GWh [9] Technological Advancements - The company has been proactive in developing solid-state battery technology since 2018, with significant advancements in key manufacturing processes [11][13] - XianDao Intelligent's solid-state battery equipment has entered the supply chains of leading global battery manufacturers and automotive companies, with repeat orders being secured [12][13] Global Expansion - In 2024, XianDao Intelligent's overseas revenue reached 2.831 billion yuan, a 26.31% increase, with international sales accounting for 23.88% of total revenue [14] - The company is pursuing a secondary listing in Hong Kong to raise funds for overseas R&D and acquisitions, indicating a strategic move towards global market expansion [14]

Core Viewpoint - The article emphasizes the need for high-quality development in the power equipment industry, focusing on the transition towards advanced, intelligent, and green technologies in response to the evolving energy landscape and national strategies [3][10]. Group 1: Historical Development - China's power equipment industry has transitioned from "following" to "keeping pace" and now "leading" in various fields, achieving significant advancements through independent innovation and technology absorption [4]. - Key projects such as the 630℃ supercritical thermal power demonstration project and the Baihetan hydropower station have set world records, showcasing China's leading position in power equipment technology [4]. Group 2: Current Challenges - The industry faces three main challenges: a gap in high-end equipment technology to meet green energy transition needs, reliance on imports for certain core components, and insufficient digital intelligence capabilities [5]. Group 3: Future Directions - The "Guiding Opinions" outline a roadmap for the power equipment sector, focusing on enhancing equipment quality, promoting large-scale application of energy storage, advancing digital intelligence upgrades, and fostering green high-end development [6][7][8][9]. - Specific actions include improving the performance of energy conversion equipment, developing energy storage technologies, and establishing a comprehensive green lifecycle management system [6][7][9]. Group 4: Implementation Strategies - To realize the goals set forth in the "Guiding Opinions," the industry must strengthen innovation ecosystems, enhance corporate responsibility in innovation, and establish self-regulatory mechanisms to avoid unhealthy competition [10].

Core Viewpoint - The "Guiding Opinions on Promoting High-Quality Development of Energy Equipment" emphasizes the importance of enhancing R&D investment and innovation in state-owned enterprises to support the development of a new energy system and manufacturing power in China [1][3]. Group 1: Key Tasks for Energy Equipment Development - Accelerate the transformation and upgrading of energy exploration and development equipment, focusing on safe and efficient coal development and the effective development of unconventional and aging oil and gas fields [1]. - Improve the quality and efficiency of energy conversion equipment, targeting fossil energy generation and renewable energy equipment [2]. - Promote the large-scale application of energy storage equipment, emphasizing the development of a safe and efficient energy storage technology system [2]. - Strengthen technological breakthroughs in energy transmission equipment, focusing on power, coal, oil, and natural gas transmission [2]. - Advance the digital and intelligent upgrade of energy equipment, covering the entire process from extraction to transmission [2]. - Foster the green and high-end development of energy equipment, including recycling and remanufacturing initiatives [3]. Group 2: Measures for Implementation - The guiding opinions propose measures to optimize the industrial innovation ecosystem, including enhancing the role of enterprises, strengthening industrial platform construction, and encouraging the application of first sets of equipment [3]. - Emphasis on utilizing re-loans and fiscal interest subsidies to expand long-term loans in the manufacturing sector, supporting large-scale equipment updates and technological transformations in key energy areas [3].

9月22日，国家能源局、工业和信息化部、国务院国资委、市场监管总局联合发布的《关于推进能源装备高质量发展的指导意见》指 出，到2030年，我国能源关键装备产业链供应链实现自主可控，高端化、智能化、绿色化发展取得显著成效，技术和产业体系全球领 先，国际影响力持续提升，有效保障高效智能能源勘探开发、低碳高效能量转换、低成本高可靠能源存储、高效稳定能源输送等战略 任务，有力支撑新型能源体系建设。 以下为原文 以习近平新时代中国特色社会主义思想为指导，深入贯彻党的二十大和二十届二中、三中全会精神，完整准确全面贯彻新发展理念，统 筹发展和安全，聚焦能源安全与能源转型两大中心任务，以科技创新为根本动力，以能源装备高质量发展为主攻方向，以补短板、拉长 板、锻新板为基本路径，坚持创新驱动、分类施策、应用导向、融合发展的原则，充分发挥新型举国体制优势和超大规模市场优势，推 动能源装备关键核心技术攻关和产业高端化、智能化、绿色化发展，加快形成新质生产力，为构建清洁低碳安全高效的新型能源体系提 供坚强的装备保障。 到20 30年，我国能源关键装备产业链供应链实现自主可控，高端化、智能化、绿色化发展取得显著成效，技术和产业体系全球领 ...

Core Viewpoint - The article discusses the "Work Plan for Stable Growth in the Power Equipment Industry (2025-2026)" released by several government agencies, highlighting the expected growth and strategic initiatives for the power equipment sector in China [3][9]. Summary by Sections Overall Requirements - The plan aims to guide the power equipment industry towards high-quality development while ensuring stable growth, aligning with national strategies for carbon neutrality and energy transition [10]. Main Goals - The primary targets for 2025-2026 include maintaining an average revenue growth rate of around 6% for traditional power equipment, ensuring stable growth for new energy equipment, and achieving a 10% average revenue growth for leading enterprises [11]. Work Measures - **Improving Equipment Supply Quality**: Focus on enhancing the quality of power equipment and promoting innovation in key components [12]. - **Expanding Domestic Demand**: Stabilize demand through major energy projects and promote the development of wind and solar energy [13]. - **International Market Expansion**: Strengthen cooperation with emerging markets in the wind, solar, and energy storage sectors [14]. - **Accelerating Equipment Application**: Promote the adoption of innovative power equipment through supportive policies [15]. - **Optimizing Industry Development Environment**: Foster a competitive environment and support industry self-regulation [15]. - **Strengthening Standard Support**: Improve standards in the power equipment sector to enhance quality and facilitate large-scale equipment updates [16]. - **Promoting Green and Intelligent Transformation**: Integrate new technologies with power equipment to enhance efficiency and sustainability [16]. - **Enhancing Industry Chain Collaboration**: Encourage collaboration among enterprises to stabilize industry growth [16]. Guarantee Measures - **Strengthening Organizational Support**: Enhance coordination among departments and encourage local governments to implement supportive measures [17]. - **Strengthening Monitoring and Analysis**: Establish mechanisms for monitoring industry growth and addressing challenges [17]. - **Strengthening Financial Support**: Implement tax incentives and encourage financial institutions to support power equipment enterprises [17]. - **Strengthening Publicity and Guidance**: Promote policy awareness and share successful case studies to enhance the effectiveness of the plan [18].

据工业和信息化部网站12日消息，日前，工业和信息化部、市场监管总局、国家能源局印发《电力装备 行业稳增长工作方案(2025-2026年)》，其中提到，力争2025—2026年传统电力装备年均营收增速保持 6%左右，新能源装备营收稳中有升；发电装备产量保持在合理区间，供给得到有效保障，新能源装备 出口量实现增长。全文如下： 二、主要目标 近年来，全球能源结构绿色低碳转型加速推进，我国正加快构建新型电力系统，为电力装备行业带来旺 盛需求，整体来看，电力装备行业稳增长形势良好。2025—2026年主要目标是：传统电力装备年均营收 增速保持6%左右，新能源装备营收稳中有升；发电装备产量保持在合理区间，供给得到有效保障，新 能源装备出口量实现增长；重点地区、重点企业带动作用加强，电力装备领域国家先进制造业集群年均 营收增速7%左右，龙头企业年均营收增速10%左右；推动一批标志性装备攻关突破和推广应用。 三、工作举措 (一)提高装备供给质量。统筹实施产业基础再造和重大技术装备攻关，突破一批标志性装备，进一步提 升电力装备供给水平。推动"锻长板"，加快风电等新能源装备产业高质量发展，巩固优势产业领先地 位，实施新型储能技术 ...